Most Common Financial Services We Offer


























The TOP 25 Financial

Services We Offer


When it comes to wealth management and financial planning, there’s always something new to learn. Wondering if we can help you with your current needs? Here’s a list of the top 25 services that we offer to clients on a regular basis.

Have questions in any of these areas? We’d love to help!

  1. Cash flow
  2. Saving
  3. Debt
  4. Life insurance
  5. Disability insurance
  6. Investing for retirement
  7. Basics of different account types
  8. Roth IRA Conversion / lifetime tax planning
  9. Understanding what accounts to use and when
  10. Creating your retirement paycheck
  11. How Medicare works
  12. When to draw Social Security / strategies
  13. Understanding RMDs
  14. Simplifying your financial life
  15. Estate planning for parents
  16. Estate planning for leaving a legacy
  17. Charitable giving strategies / QCD’s
  18. Insurance / benefits for business owners
  19. Retirement plans for business owners
  20. Securing your accounts / fraud prevention
  21. End of life planning (LTC)
  22. Annuity reviews
  23. Major purchase counseling
  24. Small business acquisition and sales
  25. Health insurance / HAS


Learn more about the ways that Milestone can help you, or contact us today to schedule a meeting.